Tip: Use Data Quality Tools to Fix Import Issues
If your imported data looks messy — with duplicates, invalid emails, or mismatched policies — you can use Momentum AMS Data Quality Tools to clean it up quickly.
If your imported data looks messy — with duplicates, invalid emails, or mismatched policies — you can use Momentum AMS Data Quality Tools to clean it up quickly.
Common Import Problems Solved by Data Quality Tools
Duplicate Emails or Phones → Find and merge records with repeated contact info.
Incorrect Emails or Phones → Flag placeholder or invalid data that may block communications.
Policy Mismatches → Identify missing or duplicate policy/quote records.
Archived or Incomplete Records → Restore or update insureds/prospects that imported incorrectly.
Next Steps
Instead of manually hunting through records, run the Data Quality Tools suite to clean up imported data and ensure your reports are accurate.
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